Mission Statement

McGinnSmith, a member of the Financial Industry Regulations Authority, was founded in 1980 with the goal of providing exceptional investment management services for investors. The firm's conservative investment philosophy is rooted in the perspective we have gained from working with our clients to develop and implement innovative investment strategies to meet their needs. The cornerstone of our business is putting our clients' interest first. We believe that our investors' prosperity, as well as our own, is derived from fostering solid, long-term relationships. We know that our future success depends on maintaining and nurturing those relationships for generations to come.

For over 25 years, McGinnSmith has been offering investment guidance. Although the industry and even the markets themselves have changed dramatically during the past decades, our fundamental business has not. Whether an individual investor or large institution, we provide prudent advice and investment opportunities uniquely suited for each particular client.

Three vital components for successful investing include:

ACCESS to a team of experienced investment professionals and products.

UNDERSTANDING of your overall investment goals: tax-advantage strategies, college savings, retirement and wealth preservation.

STRATEGY implementing an investment plan that will meet your goals, while taking into account your tolerance for risk, time horizon and your investment experience.